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Portfolio (Quarterly) Guide ↗

HAZLETT, BURT & WATSON, INC.

· CIK 0000046392
13F Portfolio $320M AUM 14,170 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 217 Added 144 Reduced 48 Exited
Page 38 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RSG REPUBLIC SVCS INC Industrials 30.0 $7K 0.00% $233.33 -9.1%
742 ROKU ROKU INC Communication Services 76.0 $7K 0.00% $92.11 +34.8%
743 EUAD SPINNAKER ETF SERIES 182.0 $7K 0.00% +1.0 +0.6% $38.46 +3.5%
744 STWD STARWOOD PPTY TR INC Real Estate 400.0 $7K 0.00% $17.50 -2.1%
745 BLV VANGUARD BD INDEX FDS 102.0 $7K 0.00% $68.63 -1.5%
746 GLDM WORLD GOLD TR Financial Services 70.0 $7K 0.00% NEW $100.00 -10.1%
747 BROWN FORMAN CORP 250.0 $7K 0.00% $28.00
748 INGERSOLL RAND INC 88.0 $7K 0.00% $79.55
749 NUVEEN REAL ESTATE INCOME FD 1,000.0 $7K 0.00% $7.00
750 CALL BROADCOM INC 2.0 $7K 0.00% $3500.00
751 TOTALENERGIES SE 75.0 $7K 0.00% $93.33
752 A AGILENT TECHNOLOGIES INC Healthcare 50.0 $6K 0.00% NEW $120.00 -4.3%
753 AEM AGNICO EAGLE MINES LTD Basic Materials 30.0 $6K 0.00% -30.0 -50.0% $200.00 -11.1%
754 CCL CARNIVAL CORP Consumer Cyclical 200.0 $6K 0.00% $30.00 -12.7%
755 DXCM DEXCOM INC Healthcare 100.0 $6K 0.00% $60.00 +19.8%
756 DFEM DIMENSIONAL ETF TRUST 180.0 $6K 0.00% $33.33 +18.9%
757 FEPI ETF OPPORTUNITIES TRUST 151.0 $6K 0.00% $39.74 +13.6%
758 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 386.0 $6K 0.00% $15.54 +0.5%
759 FXO FIRST TR EXCHANGE-TRADED FD 100.0 $6K 0.00% $60.00 -1.0%
760 GSIE GOLDMAN SACHS ETF TR 148.0 $6K 0.00% +1.0 +0.7% $40.54 +13.0%
Page 38 of 47  ·  923 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 21.5%
Industrials 13.2%
Healthcare 8.2%
Consumer Cyclical 6.7%
Consumer Defensive 6.5%
Energy 6.1%
Communication Services 6.0%
Utilities 2.1%
Basic Materials 0.8%